To: Jorj X Mckie who wrote (835 ) 4/13/2000 1:32:00 PM From: John Pitera Read Replies (1) | Respond to of 2850
Nicely done!!!! SSTI--my little stump speech-- I know you have heard it -g- SSTI--- WALLstreetcity.com has a forward P/E or 32.9 on it. Price to sales of 15.9, under 2 billion mkt cap. they are right in the vortex of the flash memory explosion. and they have a cool web site. Plus they are going from losing money to earning money and they have an 80% yearly revenue growth rate. and remember AMD is big in the flash memory area and they had a very strong quarter: ----------- Advanced Micro Devices (AMD-$76-N) Strong C1Q Results Mark Edelstone AMD reported C1Q00 EPS of $1.10, exceeding our estimate of $0.65 and the consensus estimate of $0.58. The strong positive surprise was driven by strength across all of AMD's product lines. AMD benefited from strong consumer PC shipments in C1Q. Record microprocessor sales of 6.5MM units reflects great execution on the Athlon and K6-2. Flash continued to experience strong demand driven by cell phones. Continued recovery in Latin America and Asia business drove Q/Q growth in telephone line cards. We raise our C2000E EPS from $2.70 to $4.70 to reflect the strong broad-based demand and the expected better operating environment. We also introduce a C2001E EPS of $3.70. We maintain our Neutral rating. -------------- Silicon Storage Technology, Inc. 1171 Sonora Ct. Sunnyvale, CA 94086 Phone: 408-735-9110 Fax: 408-735-9036 SuperFlash isn't an aging funk star. It's Silicon Storage Technology's (SST's) brand of flash memory devices, a type of nonvolatile computer chip that does not need contant power to retain data and can be erased and reprogrammed in blocks. SST uses contract manufacturers to produce its chips and licenses its technology to chip makers, including IBM and Motorola. SST's chips and CompactFlash memory cards offer various memory capacities for applications in the PC, communications, and video game markets. The company has introduced microcontrollers with embedded flash memories and application-specific memory products. Nearly three-quarters of SST's sales are to Asian companies, including Acer, NEC, and Sony. ssti.com Top Competitors: Atmel | Intel | Samsung